Position in HD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$238,059
+$1,259 QoQ
Shares Held
675
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,713
of 4,079 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Elser Financial Planning, Inc holds $639,350 across 2 Home Improvement Retail names. HD ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,820 | $401,291 | |
| 2 | HD |
Home Depot, Inc.
This page
|
675 | $238,059 |
All Filings in HD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,059 | 675 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $236,800 | 720 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $242,246 | 704 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $292,141 | 721 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $265,814 | 725 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $263,139 | 718 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $247,786 | 637 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $249,198 | 615 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||